MGWM
Marks Group Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
3,322
-82
| -2% | -$19.4K | 0.07% | 196 |
|
|
2025
Q1 | $755K | Hold |
3,404
| – | – | 0.07% | 202 |
|
|
2024
Q4 | $818K | Buy |
3,404
+8
| +0.2% | +$1.92K | 0.08% | 183 |
|
|
2024
Q3 | $806K | Hold |
3,396
| – | – | 0.08% | 185 |
|
|
2024
Q2 | $740K | Hold |
3,396
| – | – | 0.08% | 190 |
|
|
2024
Q1 | $776K | Hold |
3,396
| – | – | 0.08% | 186 |
|
|
2023
Q4 | $724K | Buy |
3,396
+356
| +12% | +$75.9K | 0.08% | 187 |
|
|
2023
Q3 | $575K | Hold |
3,040
| – | – | 0.07% | 198 |
|
|
2023
Q2 | $605K | Buy |
3,040
+94
| +3% | +$18.7K | 0.07% | 197 |
|
|
2023
Q1 | $558K | Buy |
2,946
+6
| +0.2% | +$1.14K | 0.07% | 202 |
|
|
2022
Q4 | $540K | Buy |
2,940
+5
| +0.2% | +$918 | 0.07% | 203 |
|
|
2022
Q3 | $502K | Buy |
2,935
+26
| +0.9% | +$4.45K | 0.08% | 200 |
|
|
2022
Q2 | $512K | Buy |
2,909
+332
| +13% | +$58.4K | 0.07% | 209 |
|
|
2022
Q1 | $548K | Buy |
+2,577
| New | +$548K | 0.07% | 223 |
|